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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,214 | $95,895-14.3% | $79,576+3.3% | $134,509-38.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 10.27% | -2.72%+13.0pp | 0.15%+10.1pp | 418.13%-407.9pp |
| Employer contribution / active EE | $20,751 | $3,128+563.3% | $2,413+759.9% | $4,741+337.7% |
| Participant deferral / active EE | $18,284 | $4,693+289.6% | $3,985+358.8% | $6,400+185.7% |
| Admin fee / account holder | $350 | $9,129-96.2% | $6,834-94.9% | $11,427-96.9% |